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Wealth Managers
Help increase advisor productivity
Over 1/3 of HNWIs & more than 80% of affluents aren’t happy with their advisors
They want immediate answers that they can understand
But with limited time, advisors need tools to increase productivity and client care
Introducing our wealth platform
We help your advisors get answers quickly
What does this include?
1. Insights: to save your advisors times when prepping for clients and helps increase productivity over a larger client base.
2. 'What if' module: helps your advisors attract new AUM by tweaking or comparing portfolios to showcase what could have happened.
3. Our full analytics tool: an uncomplicated professional grade analytics platform with a manager view to see all your clients’ portfolios. Integrate listed, unlisted and digital assets to analyze your clients performance, ESG and risk.
Why illio?
Our Insights are built by award-winning fund managers bringing institutional credibility to each output.
Our tool sits on top of your existing software so there are no complicated integrations.
Your clients can have their own portal to help them learn more about what they own and create better engagement.
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Pricing
Just like our solution, our pricing is simple too:
$500
per month (excluding local taxes)
•
2 advisors
•
50 client portfolios
*each portfolio can aggregate multiple accounts of each client
add-ons
•
$150 per month for extra advisors
*no additional clients
•
$5 per month for extra client portfolios
Speak to us
If you would like to hear more, please feel free to book a 30-minute video call with one of our experts in the timezone that suits you.
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